Case Study: Urban Green Investments scales AUM and investor management without adding headcount with Juniper Square

San Francisco-based high frequency fundraiser manages multiple fundraises and hundreds of investors with a team of one

Urban Green Investments, a fully integrated real estate investment and development firm, faced rapid growth that outpaced its spreadsheet-based investor reporting and management processes. Concerned about data security and the need for a flexible platform to handle complex JV, multi-asset and fund structures, Urban Green selected Juniper Square’s investor management platform to replace ad hoc spreadsheets and provide a secure, scalable system of record.

Juniper Square implemented a centralized investor management solution that replaced hundreds of spreadsheets, gave Urban Green visibility into investor engagement (e.g., when documents are opened), and streamlined fundraising workflows. As a result, Urban Green doubled assets under management while scaling capital relationships to hundreds of private investors without adding headcount, increased fundraising productivity, and improved investor satisfaction.

Urban Green Investments

Jasmine Nazari

Head Of Investor Relations